Dashboard
Procurement & account overview
Total Users
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All accounts
Active
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Active accounts
Total PRs
0
Purchase Requests
RFQs
0
Quotation requests
Orders
0
Purchase Orders
Needs Your Attention — click any card to act
Recent Purchase Requests
Recent Users
All Users
Manage all accounts in the system
| User | Department | Role / Level | Status | Created | Actions |
|---|
Create New User
Add a new account to the system
Account Information
Access Level
Roles & Levels
Manage access levels — roles map to approval authority
ℹ Approval flows bottom-up: Level 5 (lowest authority) approves first, escalating up to Level 1 (highest authority). The 4 PR approval steps are mapped to the top 4 roles sorted by highest level number first.
| Level | Role Name | PR Approval | Description | Users | Actions |
|---|
Organisation Hierarchy
Visual breakdown of roles and users
Vendor Registry
Registered suppliers with PO prefix codes — editable by Level 3 and above
| Vendor Name | PO Prefix | PO Number Preview | Address | Contact | Payment Terms | Status | Actions |
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Product Catalogue
Register reusable items — select them quickly when raising a PR
| Product Name | Category | Description | Default UOM | Est. Unit Price (BND) | Status | Actions |
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Purchase Requests
All procurement requests with 4-level approval
| PR Number | Title | Requester | Department | Total | Status | Approval Progress | Actions |
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Purchase Orders
Issued purchase orders
| PO Number | Title | Vendor | Linked PR | Linked RFQ | Total | Delivery | Issued | Actions |
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Request for Quotation
Procurement flow: PR → RFQ → PO · Director approval required (Level 2+)
📋 Create an RFQ from an approved PR to obtain vendor quotes. Once the Director approves the RFQ, it can be converted to a Purchase Order.
| RFQ Number | Title | Linked PR | Vendor Quoted | Est. Total | Priority | Status | Director Approval | Actions |
|---|
Approvals Queue
PR multi-level approvals · RFQ Director approvals
Acting as:
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Switch level:
| PR Number | Title | Requester | Department | Total | Priority | Submitted | Actions |
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Audit Log
All account and procurement activity
My Profile
Manage your account details
Update Details
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Settings
Manage company branding and document configuration
🖼 Company Logo
Upload your company logo to appear in the header of all exported PO and PR PDFs. Recommended: PNG or SVG with a transparent background, at least 200×80 px.
🏢
No logo uploaded yet
The PDF will use the built-in shield placeholder
Accepted formats: PNG, JPG, SVG, GIF, WebP · Max 2 MB
📄 PDF Header Text
Customise the company name and tagline that appears in the header of every exported document.
💱 Currency
Set the currency code displayed on all amounts, totals, and exported documents across the system.
🏗 Department Registry
Manage the list of departments that appear in PR and RFQ forms. Editable by Director and above.
📐 Unit of Measure (UOM) Registry
Register UOMs that appear in PR and PO line item dropdowns (e.g. pcs, kg, hour).